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Manager Research

Manager Research

Guggenheim Total Return Bond Fund Snapshot

June 30, 2020

This Guggenheim Total Return Bond fund snapshot contains a summary of key information, including the performance history, the investment philosophy and ...

Core Bond Funds, GIBIX
Manager Research

Oakmark International Funds Annual Update

February 12, 2020

In this report, we share some of David Herro's observations related to the international portfolios he co-manages with other members of the Harris Assoc...

International Value Funds, OANEX, OANIX
Manager Research

BBH Select Series-Large Cap Due Diligence Report

November 11, 2019

As a result of our extensive due diligence, we are confident the BBH Select Series-Large Cap team has a sustainable investment edge derived from its peo...

BBLIX, Larger-Cap U.S. Blend Funds
Manager Research

Interview with Evermore’s David Marcus: Special Situation Opportunities in Europe

October 16, 2019

On September 10, 2019, Litman Gregory's Rajat Jain interviewed David Marcus, portfolio manager of Evermore Global Value (EVGIX), who has invested in Eur...

Event-Driven, EVGIX, Global Stock Funds

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